
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.11 | 2.23 | 2.12 |
Shares | 89.61 | 89.61 | 0.00 |
Bonds | 10.21 | 10.22 | 0.01 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.69 | 17.85 |
Price to Book | 2.60 | 2.78 |
Price to Sales | 1.98 | 2.02 |
Price to Cash Flow | 11.41 | 11.43 |
Dividend Yield | 2.14 | 1.97 |
5 Years Earnings Growth | 10.49 | 11.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.97 | 23.27 |
Financial Services | 17.91 | 16.05 |
Consumer Cyclical | 11.15 | 11.21 |
Industrials | 10.67 | 11.21 |
Healthcare | 10.01 | 11.74 |
Communication Services | 8.08 | 7.44 |
Consumer Defensive | 5.73 | 5.68 |
Energy | 3.97 | 3.86 |
Basic Materials | 3.71 | 3.83 |
Utilities | 2.55 | 2.51 |
Real Estate | 2.25 | 3.20 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Series Total Market Index | - | 53.00 | - | - | |
Fidelity Series Global ex US Index | - | 36.67 | - | - | |
Fidelity Series Long-Term Trs Bd Idx | - | 5.23 | - | - | |
Fidelity Series Bond Index | - | 4.08 | - | - | |
Fidelity Series Intl Dev Mkts Bd Idx | - | 0.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US31617H1023 | 367.02B | 0.99 | 3.99 | 1.60 | ||
US3160671075 | 237.64B | 1.00 | 4.02 | 1.63 | ||
US31617H8051 | 114.76B | 1.03 | 4.24 | - | ||
Fidelity US Bond Index Instl Prem | 61.99B | 2.76 | 0.51 | 1.43 | ||
Strategic Advisers Core Income | 40.68B | 2.96 | 0.75 | 2.00 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review